Form D · Hedge Fund
Brown Advisory Counterbalance Equity Fund, LLC
Baltimore, MD · CIK 0001483487
Offering snapshot reported Jul 26, 2011 · SEC filing
- Reported sold
- $26.4M Indefinite offering
- Investors reported
- 78 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Feb 24, 2010 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$22,375,000 → $26,375,000
- Reported investors67 → 78
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 26, 2011 | Amendment | $26,375,000 | $4,000,000vs Sep 17, 2010 | 78 | SEC filing |
| Sep 17, 2010 | Amendment | $22,375,000 | $13,800,000vs Mar 10, 2010 | 67 | SEC filing |
| Mar 10, 2010 | Initial | $8,575,000 | No comparison | 27 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-139433
Source: Form D, filed Jul 26, 2011. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| N/A N/A Brown Investment Advisory Incorporated | Executive |
| David M. Churchill | Executive |
| Michael D. Hankin | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
901 South Bond Street, Suite 700
Baltimore, MD, 21231
Baltimore, MD, 21231